SemiPulse | AI-Powered Semiconductor Supply Chain Intelligence & Market Signals

Rebellions' IPO plan tests market appetite for inference chips

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digitimes.com 2026-07-09

South Korean AI chip startup Rebellions is preparing for a domestic listing in the first half of 2027, offering a test of whether investor enthusiasm for inference chips can move from private funding rounds into public markets.

Salesforce Ventures shares AI investment playbook at Asia VC Summit, eyes Taiwan startup

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digitimes.com 2026-07-09

Salesforce Ventures laid out how the AI boom has reshaped its investment strategy over the past three years at the 2026 Asia VC Summit today, while acknowledging it has yet to close its first deal in Taiwan despite actively searching for one.

Apple's Broadcom deal extension shows wireless independence remains a distant dream

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digitimes.com 2026-07-09

Apple's decision to extend its wireless transmission and RF chip supply agreement with Broadcom through 2031 signals that its shift to fully in-house connectivity is a project measured in years, not quarters. For global consumers, the move suggests Apple will likely continue mixing its own chips with those from outside suppliers to maintain performance and reliability.

Commentary: China's AI chip race leaves 15 chipmakers chasing SMIC's 7nm capacity

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digitimes.com 2026-07-09

China's bid to replace Nvidia in AI chips faces a constraint more immediate than design capability: SMIC's limited 7nm-class manufacturing capacity.

GlobalWafers says wafer demand is improving as chip cycle heals

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digitimes.com 2026-07-09

GlobalWafers reported a rebound in second-quarter revenue as semiconductor demand improved across advanced and mature nodes, a sign that recovery trends in the global chip market could matter for manufacturers, cloud suppliers, automakers, and industrial users worldwide. The company said strong AI-related demand and high utilization supported the latest results.

SAS Group deepens 'manufacturing + services' strategy as renewable energy, semiconductor units gain

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digitimes.com 2026-07-09

Driven by the global energy transition and the rapid development of emerging applications such as artificial intelligence (AI) and low Earth orbit (LEO) satellites, demand for renewable energy continues to rise.

Aurona sees strong PCB demand as AI and high-end chip trends lift sales

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digitimes.com 2026-07-09

Aurona Industries said demand for its PCB process materials remains strong, with order intake rising year over year, and high-end products in particular are seeing robust traction. The company's update reflects continued momentum for global electronics supply chains, as AI-related upgrades and high-speed computing fuel broader demand across Asia.

Memory costs slash low-end phone output and pressure PA shipments

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digitimes.com 2026-07-09

The 2026 smartphone market is facing a dark outlook as memory prices rise and shortages tighten supply, weighing on low- and mid-range handsets and hitting power amplifier (PA) shipments. Supply-chain companies said weaker gross margins are prompting brand owners to cut production and delay new model launches, while consumer caution is also dragging on demand.

Apple's expanded US$30 billion Broadcom deal signals deeper bet on US chip strategy and domestic manufacturing

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digitimes.com 2026-07-09

Apple's decision to commit more than US$30 billion to Broadcom over the next several years carries implications that reach well beyond a single procurement contract — potentially reshaping, though not limited to, how the iPhone maker approaches custom-silicon design and how far it is willing to anchor critical chip production inside the US.

Chinese Rockchip expects 1H26 revenue and profit to rise on AIoT demand

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digitimes.com 2026-07-09

Rockchip Electronics has forecast strong growth in revenue and profit for the first half of 2026, citing sustained demand for its AIoT chip platforms despite supply chain pressures affecting the broader electronics industry.

YieldMax Semiconductor ETF offers steady income amid volatile chip market after SOXX's recent 20% drop. - Pluang

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pluang.com 2026-07-09 Pluang

Semiconductor stocks drop sharply after hitting record highs, raising valuation concerns. After a strong run driven by artificial intelligence demand, semiconductor stocks have started to decline. The PHLX Semiconductor Index fell 4.7%, dropping below its 50-day moving average for the first time since April. The iShares Semiconductor ETF ... Market News Bearish · 1 day ago

Semiconductor ETF Chip Market Yield Market Volatility AI Demand Semiconductor Index Investment Strategy Financial Product

Is QUALCOMM’s AI Pivot and Index Exit Altering The Investment Case For QUALCOMM (QCOM)? - simplywall.st

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simplywall.st 2026-07-09 simplywall.st

Micron to pour foundation for first Clay fabrication plant, months ahead of schedule - WSTM

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cnycentral.com 2026-07-09 WSTM

Broadcom stock jumps on Apple AI chip deal, while Nvidia's relative stock price drops - Yahoo Finance

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finance.yahoo.com 2026-07-09 Yahoo Finance

Every Memory Stock Is Now in a Bear Market: Is Micron, SanDisk, or Applied Materials the Best Buy? - 24/7 Wall St.

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